Control at Your Fingertips
All of these tools are included in the Nationwide Tax Advisor CRM, with no extra platform to manage.
Call Tracking
Know exactly which marketing works
Create and assign phone numbers to various marketing mediums to determine the most efficient method. Route calls to the necessary stores to aid the flow of traffic. Monitor the quality of your incoming phone calls to ensure customer satisfaction stays high.
All of these wonderful tools are included in Nationwide Tax Advisor Software's CRM; control is at your fingertips!
Route the Traffic
Send incoming calls to the correct office or a specific number in real time.
Call log
Marketing performance
Number assigned per channel
Calls routed by zip code
Conversion rates tracked
What Can You Do with Call Tracking?
Every call measured, routed, and reviewed
Call tracking turns your phone system into a marketing report. Assign numbers to each channel, listen in for quality, and route callers to the office that can serve them best.
Track Each Call
See which marketing channel calls originate from, duration, and other important metrics related to phone analytics.
Listen in to All Calls
Listen in to all calls for quality assurance and training purposes.
Route Calls In Real Time
Choose where you would like incoming phone calls to be forwarded when one of your marketing phone numbers is dialed. You can enter a specific number, or select an office you'd prefer to receive the call.
Tap In To Every Call
Once a phone call is completed, you are able to listen in on what your employees and customers discussed. Make sure the quality of your phone calls is top-tier.
Track Marketing Expenses
Measure phone call conversions from your search, digital, and offline marketing campaigns, including PPC keywords.
Set GEO Routing
Organize phone calls by zip codes so that when incoming calls come in, they are directed to the appropriate office close to the client.
Automated Call Functions
Use our Multi-Touch CPL report to tie inbound call, text, and form data to ad spend data from Bing Ads, Facebook Ads, and Google Ads.
You're in Control
Improve marketing and customer experience
Look and see which marketing methods are working the best. The tax season is very short, so you need to know which method is working the best as soon as possible.
- Look and see which marketing methods are working the best
- Know what is working as soon as possible during a short tax season
- Dictate which vanity wording you'd like for your phone numbers (ex. 901-XXX-4Tax or 1-800-Advance)
- Access your Call Log to visualize the performance of your marketing campaigns
Marketing Report
See which marketing gives the best ROI
Track call conversions from search, digital, and offline campaigns, including PPC keywords, and tie inbound call, text, and form data to your ad spend.
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